EMEA CFP® Financial Planner — Flexible & Remote

Origin; United States; Remote; USD 34,000 - 62,000; Part time

Benefits offered by this job

Flexible hours

Remote work

Job summary

Origin seeks a Network Financial Planner to provide personalized financial recommendations to members across a broad spectrum of life stages, from new grads to retirees. You’ll help members understand and use Origin to achieve financial goals, delivering deep, tailored guidance in a remote setting.

The role emphasizes building lasting relationships, delivering customized plans, and staying current with Origin’s tools and regulatory requirements.

Qualifications

• Minimum of 5 years of experience as a CFP®.
• Ability to have a holistic approach to financial advice.
• Excellent communication skills.
• Create strong relationships and conversations through a remote, online environment.

Responsibilities

• Create financial plans: Publish customized financial recommendations specific to the members’ goals.
• Build relationships with members: Maintain strong member relationships via meetings and messages.
• Product Knowledge and Training: Understand Origin’s offerings and tools, stay updated on training.
• Compliance and Regulatory Compliance: Ensure compliance with industry regulations and member privacy.

Skills

CFP certification

Holistic financial advice

Excellent communication

Remote client conversations

Job description

Origin seeks a Network Financial Planner to provide personalized financial recommendations to members across a broad spectrum of life stages, from new grads to retirees. You’ll help members understand and use Origin to achieve financial goals, delivering deep, tailored guidance in a remote setting.

The role emphasizes building lasting relationships, delivering customized plans, and staying current with Origin’s tools and regulatory requirements.